Market Insights

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Franklin Templeton Fixed Income CIO Sonal Desai discusses the US Treasuries sharp rally over recent weeks with yields dropping. She outlines 3 possible scenarios and logi...

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Behind the scenes of generating alpha

Learn how the BlackRock High Conviction Australian Equity Fund provides a differentiated approach to investing. Hear from the team on the trends they’re watching to help ...

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Macro perspectives: growth, rates and inflation

While a fiscally fueled expansion looks likely this year, it's uneven across regions. Franklin Templeton's specialist investment teams weigh in on the implications across...

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Reimagining buildings on the journey to net zero

Approximately one third of all global carbon emissions come from the real estate sector. First Sentier Investors Head of Global Property Securities, Stephen Hayes, highli...

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Enhance the return profile of defensive portfolios

Hear from Tim Dowling as he discusses the income and growth challenges faced by retirees and how a new defensive alternative can help achieve better outcomes for your cli...

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Earnings outlook: A growing economy drives multi-year earnings rerates

Faced with the headwinds of pronounced health and economic uncertainty, what does 2021 and 2022 offer on the earnings front? Paul Xiradis, Executive Chairman, Chief Inves...

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The golden rules of commercial property investment

Help give your clients the returns they need. Adding commercial property into their portfolio mix could be worth considering. Discover the rules here....

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Why the fundamentals continue to support credit

Vivek Prabhu, Head of Fixed Income at Perpetual explains why fundamentals continue to support credit and how the teams approach helps ensure the Perpetual Diversified Inc...

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The next evolution of defensive portfolios

A simple reallocation can enhance the return profile of defensive portfolios while maintaining a high level of safety and protection. We explore how this can be achieved....